SIM
SEVN

Sonora Investment Management’s Seven Hills Realty Trust SEVN Stock Holding History

Sonora Investment Management’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,108
Closed -$57K – 1254
2018
Q2 		$57K Buy
+3,108
New +$53.7K 0.01% 362

Other funds holding SEVN

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Sonora Investment Management's SEVN Position: Q3 2018 in Review

Sonora Investment Management sold out of Seven Hills Realty Trust (SEVN) in Q3 2018, closing a stake of 3,108 shares — an estimated $57K sold.

Sonora Investment Management first reported a position in SEVN in Q2 2018 and held it in 1 quarter. The position peaked at $57K in Q2 2018. 37 funds tracked by Wall St. Rank hold SEVN as of Q3 2018.

  • Sonora Investment Management reported no remaining Seven Hills Realty Trust position as of Q3 2018 after selling out during the quarter.
  • Sonora Investment Management sold 3,108 Seven Hills Realty Trust shares in Q3 2018, an estimated $57K.
  • Sonora Investment Management first reported a position in Seven Hills Realty Trust in Q2 2018 and held it in 1 quarter.
  • Sonora Investment Management's Seven Hills Realty Trust position peaked at $57K in Q2 2018.
  • 37 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2018.

Based on Sonora Investment Management's 13F filing for Q3 2018, filed 18 Oct 2018.